Archive for the ‘Self-Build’ Category

PointOne partners with investment manager to support projects in Virginia

February 27, 2025
Philbert Shih

PointOne Data Centers confirmed it has brought on an undisclosed global investment manager to suppor...

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Microsoft reported to be pulling back on leases for data centre capacity; it is a sign of overbuild, demand shifts or other factors?

February 24, 2025
Philbert Shih

There are a few media outlets referencing equity analyst commentary around hyperscale leasing patter...

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ByteDance to build out data centre infrastructure in Bangkok, Thailand

February 19, 2025
Philbert Shih

The Thai Board of Investment confirmed that it has approved ByteDance’s plans to build out dat...

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AEP reports 4Q24 earnings; discloses data points on growth and demand

February 18, 2025
Vivian Kong

American Electric Power (AEP) reported its 4Q24 earnings, which included data points on how data cen...

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Dominion Energy reports 4Q24 earnings; NoVA data centre demand accelerating

February 17, 2025
Ainsley Woods

Virginia power utility provider Dominion Energy reported its 4Q24 earnings results, showing accelera...

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AWS shares details on data centre infrastructure improvements, innovations to be implemented across global portfolio

February 11, 2025
Philbert Shih

AWS shared details about how its data centre infrastructure will be upgraded with new components and...

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The age of fake data centres? Part 3 – customers speak up

February 10, 2025
Daniel Golding

For those who have read my previous research notes on fake data centres, welcome back. For those who...

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ExxonMobil looking to build natural gas power plants for data centres

February 5, 2025
Philbert Shih

Energy provider ExxonMobil confirmed it is looking at building natural gas power plants to support ...

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Rowan Digital Infrastructure closes on construction financing for Maryland campus build

February 5, 2025
Philbert Shih

Rowan Digital Infrastructure confirmed closing of $975m in construction financing to build out the i...

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Google reports 4Q24 results; cloud growth and demand profile pushing CapEx increases

February 5, 2025
Philbert Shih

Google’s parent company Alphabet reported its 4Q24 results, which showed more growth for the c...

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Chevron partners to build natural gas plants for data centres

February 4, 2025
Vivian Kong

Oil and gas producer Chevron disclosed plans to partner with investment firm Engine No.1 and electri...

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Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term

February 3, 2025
Philbert Shih

Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ...

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